National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Jeff Costello

OneTeam Financial

21 Commerce Dr

Cranford, NJ 07016
(908) 5656037

About OneTeam Financial

OneTeam Financial believes that everyone can benefit from a written holistic financial plan, and we will help you gain clarity about your future by putting all of your financial pieces together.

The process we will walk you through is called the OneTeam Roadmap. We seek first to understand and then to be understood. We will listen and get to know you to understand where you are now and what your goals are. From there, we will work with you to design your comprehensive, holistic financial plan and put it into motion toward reaching your goals. After that, we will continue to monitor and manage your results with proactive reviews and ongoing access to our team of specialists.

Most of our pre-retiree and retired clients care deeply about having enough income in retirement to comfortably support their desired lifestyle. When designing their holistic financial plan, we help protect their future by planning from an income perspective. We use a proprietary approach to income planning called The Bucket Plan® Process, which helps us structure their investments to provide the income they need through each phase of life.

We carefully analyze current savings, health and other circumstances to develop a lifetime income withdrawal strategy that helps protect from the risk of running out of money in their lifetime. Our approach prioritizes their short-, medium- and long-term financial goals to help them understand and feel confident about how much can be taken from their savings each year.

General Information

Firm Start Year

2020

CRD#

5955678

Firm CRD#

5955678

Insurance License#

1302179

Name of Broker/Dealer

M Holdings

States Licensed in

NJ, NY, PA, MD, VA, MA

Years of Experience in Financial Services

9

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Insurance

I can meet clients in the following ways

Via email, Via phone, At my office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFF, NSSA

Securities Licenses

Series 63, Series 65, Series 6

Firm Information

Advisor's Number of Clients

341

Assets Managed by Advisor

$56,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Based on Assets

Minimum Fee Charged for Managed Accounts

$200